See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,689 | $95,862-9.6% | $79,550+9.0% | $134,475-35.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.86% | -2.69%-12.2pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,422 | $3,128+137.3% | $2,413+207.6% | $4,740+56.6% |
| Participant deferral / active EE | $6,874 | $4,693+46.5% | $3,985+72.5% | $6,400+7.4% |
| Admin fee / account holder | $6,202 | $9,126-32.0% | $6,832-9.2% | $11,426-45.7% |